How to delete an Investor bank account

A user is able to delete any bank account of an investor, as long as they aren't linked to an investment.

How it works;

  1. Search and open an Investor
  2. Go to Bank Details tab
  3. Click on the Bank Account to be deleted and click the delete button
  1. Selected Bank Account is deleted
  2. If the selected Bank Account is linked to an Investor’s Stake in a Partnership, then the Select Bank Accounts  window is opened. This prompts the user to link another bank account to the Investor's stake in any Partnerships.
  3. Select another Investor Bank Account from the drop down list and click OK.
  4. The originally selected bank account is now deleted.
  5. If an Investor with a stake in a partnership has only one bank account, then a new bank account has to be created for the Investor before the initial account can be deleted.

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